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Import Payroll "Beginning Balances" - Errors via Integration Manager

I am trying to import beginning balances via the Manual Payroll Transaction Entry Integration in IM (ADP has provided data from Jan 1 – June 30, client went live on payroll July 1). I’m running into a couple of issues already, which is that some of the employees have already been inactivated and they are reaching their per period maximum for a deduction. How do you get around those without having to manually (or via SQL) to change to active status and remove the per period maximum? Or is there an override in IM to allow these to come through? There are over 250 employees, if not more….help?

Employees will need to be marked active in order for any kind of adjustment transaction to be entered and posted. One way to handle this without interfering with current payrolls, is to set up special paycodes and deductions only to be used for the beginning balance import. You could label them with a 'Z' at the beginning so they will be at the bottom of the list and out of the way when they are obsolete. These codes can be set with $0 payrates and limits, and rolled down to all employees with the Employee Class setup rolldown options. Then after finishing your beginning balance imports and posting the batches, you can inactivate these codes. Be sure on the Build Checks window to not include the Z codes on the Include Benefits and Include Deductions buttons, so they do not calculate anything during the regular payruns.

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